KFG Wealth Management
V icon

KFG Wealth Management’s Visa V Stock Holding History

KFG Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$871K Sell
2,424
-792
-25% -$290K 0.09% 93
2026
Q2 		$1.1M Buy
3,216
+169
+6% +$54.3K 0.12% 84
2026
Q1 		$921K Buy
3,047
+93
+3% +$29.9K 0.12% 86
2025
Q4 		$1.04M Sell
2,954
-27
-0.9% -$9.2K 0.14% 79
2025
Q3 		$1.02M Buy
2,981
+140
+5% +$48.5K 0.15% 77
2025
Q2 		$1.01M Buy
2,841
+1,169
+70% +$407K 0.16% 72
2025
Q1 		$586K Buy
1,672
+48
+3% +$16.2K 0.11% 108
2024
Q4 		$513K Sell
1,624
-419
-21% -$126K 0.1% 112
2024
Q3 		$562K Buy
2,043
+1,086
+113% +$294K 0.12% 98
2024
Q2 		$251K Buy
957
+8
+0.8% +$2.19K 0.1% 138
2024
Q1 		$265K Buy
949
+111
+13% +$30.6K 0.11% 130
2023
Q4 		$218K Sell
838
-60
-7% -$14.8K 0.1% 125
2023
Q3 		$207K Buy
898
+16
+2% +$3.85K 0.11% 123
2023
Q2 		$210K Buy
882
+1
+0.1% +$229 0.12% 115
2023
Q1 		$205K Buy
+881
New +$196K 0.14% 92

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KFG Wealth Management's V Position: Q3 2026 in Review

KFG Wealth Management reduced its Visa (V) stake by 25% in Q3 2026, selling an estimated $290K and leaving 2,424 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #93.

KFG Wealth Management first reported a position in V in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.1M in Q2 2026. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • KFG Wealth Management held 2,424 shares of Visa worth $871K as of Q3 2026.
  • KFG Wealth Management sold 792 Visa shares in Q3 2026, an estimated $290K.
  • Visa made up 0.09% of KFG Wealth Management's portfolio in Q3 2026, its #93 holding.
  • KFG Wealth Management first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
  • KFG Wealth Management's Visa position peaked at $1.1M in Q2 2026.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.